FEB. 2026
Project · B2B client

Prosanit, a field service CRM on WordPress

Prosanit, on-site technical services for businesses
LiveWORDPRESS · PHP · JAVASCRIPT
Takeover, evolution and maintenance

Customer portal, service reports and device tracking.

A similar project?

The project

Prosanit manages its customers, jobs and reports in a set of nine WordPress plugins. I took over this base to make it reliable and keep it evolving.

What I did

  • The multi-company customer portal, with invitations and per-user module exclusions.
  • The calendar and service reports, with the technician’s signature.
  • A task kanban with photos and attachments, document management and automatic backup import.
  • Tracking of the traps and monitoring devices installed at customers’ sites.
  • An activity log, tests and per-plugin deployment.

Status

Live, with regular maintenance.

Screenshots

  • Client area home page: header visual, platform introduction, shortcuts to reports, tasks, documents and calendar, and a floating navigation dock at the bottom.
  • Monthly calendar of the interventions visible to a client, each visit showing the site address, the company and the assigned technician.
  • Intervention reports table: date, technician, client, address, report subject and actions (view, download PDF, email, edit, delete).
  • Kanban board of corrective tasks in three columns (to do, in progress, done), with a priority legend, search, filters and per-column export.

Milestones

  1. 1Multi-company customer portal and invitations★
  2. 2Calendar and signed service reports★
  3. 3Task kanban with photos and PDFs
  4. 4Tracking of traps and monitoring devices
  5. 5Activity log and per-plugin tests

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